738 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 317 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 648738 (+90)

4.11% more ownership

Funds ownership: 84.86%88.97% (+4.1%)

Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
676
Stone House Investment Management
Pennsylvania
$6.47K
GBT
677
Grove Bank & Trust
Florida
$6.42K
TPWA
678
Twin Peaks Wealth Advisors
California
$6.26K
ACM
679
Aster Capital Management
United Arab Emirates
$6.25K
HCM
680
Hollencrest Capital Management
California
$6.2K
JWA
681
JFS Wealth Advisors
Pennsylvania
$6.02K
RIL
682
Rothschild Investment LLC
Illinois
$5.98K
CFD
683
Creative Financial Designs
Indiana
$5.58K
BIA
684
Bell Investment Advisors
California
$5.58K
GEA
685
Glen Eagle Advisors
New Jersey
$5.23K
WBC
686
West Branch Capital
Massachusetts
$5.14K
KG
687
Kilter Group
New York
$5K
KWM
688
Kiker Wealth Management
Georgia
$4.87K
HC
689
Hurley Capital
New York
$4.47K
WIM
690
Westside Investment Management
California
$4.43K
ANBT
691
American National Bank & Trust
Texas
$4.43K
SIC
692
SJS Investment Consulting
Ohio
$4.3K
ADL
693
Asset Dedication LLC
California
$4.12K
CIA
694
Cape Investment Advisory
Georgia
$3.68K
BI
695
Binnacle Investments
Iowa
$3.63K
CT
696
Clearstead Trust
Maine
$3.5K
CH
697
Cromwell Holdings
Wyoming
$3.46K
AG
698
AmeriFlex Group
Nevada
$3.19K
WAS
699
Winch Advisory Services
Wisconsin
$2.61K
SWIM
700
Smallwood Wealth Investment Management
New Jersey
$2.57K